AUMdb

W.K. Cooper Ii Asset Management Corporation

State-registered Wealth Manager · Small ($100M–$1B) CRD 123610 · Champaign, IL · WWW.COOPERASSETMANAGEMENT.COM
☆ Save with Pro ADV data as of May 21, 2026
Regulatory AUM
$101M
Discretionary
$101M
Clients
230
Avg AUM / client
$437K
Accounts
230
Employees
1

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 230 $101M 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
William King Cooper Registered representative Nov 2000 (26y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/21/2026 985 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.

View current Form ADV (SEC/IAPD) ↗